Solution
Managed cloud hosting for RIAs and investment firms
CSSI provides managed cloud hosting for RIAs and investment firms that run Axys, APX, Moxy, QuickBooks, and related business applications. Firms usually come here when they are tired of managing servers, worried about downtime, or ready to move off on-prem infrastructure without losing support for the applications their teams already rely on.
- Support for Axys, APX, Moxy, QuickBooks, and related business applications
- Backups, disaster recovery, monitoring, and business continuity built in
- Managed cloud hosting for firms that need infrastructure plus application expertise
CSSI Cloud has helped firms keep their data secure and available while assisting them with best practices and working through the challenges of running complex environments. CSSI is the perfect partner to help your company get to the next level while providing continuity.
Cloud Hosting Overview
Secure, reliable infrastructure for investment advisory firms
CSSI's cloud hosting services have been supporting investment advisory businesses since 2005. We provide managed Axys hosting, APX hosting, Moxy hosting, and broader cloud infrastructure for firms that need secure access, stable performance, and fewer infrastructure headaches.
Our service includes monitoring, backups, disaster recovery, product upgrades, technical support, and access to CSSI's wider service suite when firms need help beyond the infrastructure layer.
Cloud Service Options
- Private Cloud: Customized solutions that scale with your firm's needs, built on the latest technologies with no maintenance responsibility
- Data Backup & Recovery: Automatic background backups with rapid system restoration and standby environments available within hours
- Hosted Microsoft Exchange: Web-accessible Outlook with customized security features including anti-virus, anti-spam, SSL, and firewall protection
If your environment has narrower compliance, migration, or platform-specific requirements, we usually map that during the consultation instead of forcing you through a menu of disconnected hosting pages.
Key Benefits
- Enhanced security protocols tailored to financial services
- Guaranteed business continuity with rapid recovery
- Dedicated hosting environments
- Reduced IT infrastructure costs
- Expert management and maintenance
Advent Support & Upgrades
CSSI cloud customers receive specialized Advent product support through flexible retainer agreements, with allocated monthly hours for both support and product upgrades.
Coverage Includes:
- Product Support: Report troubleshooting, issue resolution, ticket management
- Product Upgrades: APX, Axys, and Moxy upgrade services
- Escalation Support: Coordinated process between CSSI resources and Advent
Resources
CSSI Cloud Support
Private Cloud for Asset Management Firms
Secure cloud infrastructure designed for financial services
Asset management firms are increasingly migrating critical data and systems from on-premises to secure cloud environments. CSSI's private cloud solution provides a dual-backup infrastructure with instant access through an intuitive interface.
Our team of IT professionals delivers the high performance, availability, and security your business requires for continuous operations; accessible when and where you need it, even during power outages.
Comprehensive Services
- Email & Applications: All benefits without management headaches
- Dedicated Servers: Flexibility to customize OS hardware/software
- Managed Hosting: All-inclusive solution removing IT burden from your team
After assessing your specific needs, we design tailored solutions-whether a la carte or comprehensive, ensuring your business runs continuously at optimal performance.
Key Benefits
- Enterprise-grade security with dual-backup protection
- Continuous availability with disaster recovery
- Reduced infrastructure costs and maintenance
- Dedicated expert IT support and monitoring
Backup Services
Enterprise-level data protection and recovery solutions
In an industry where every hour of downtime could cost millions, CSSI's enterprise-level backup system ensures continuous access to your critical business data. Whether facing a virus, physical damage, or power outage, if you have an internet connection, we guarantee access to your essential information.
Our secure and accelerated recovery helps businesses of all sizes avoid costly downtime with enterprise-grade protection previously unavailable to small and medium-sized organizations.
Comprehensive Protection
- Business Continuity Plans
- Disaster Recovery Protocols
- Disaster Prevention Strategies
- Hassle-free Backup
Enterprise-Grade Security
- Tier 3, SAS 70 Type II audited data center
- HIPAA compliant data management
- Documented and reviewed internal control framework
- Multi-layered approach for exceptional continuity
IT Infrastructure Hosting
Don't keep critical equipment and data in the office closet. CSSI can host your entire IT infrastructure-or any part of it-in our state-of-the-art facility, providing the high performance, availability, and security your business deserves with expert 24/7 monitoring.
Mail & Applications
Secure email and application hosting solutions
Email is essential to modern business but often represents one of the most vulnerable entry points to your private data. CSSI takes a holistic approach to email security, addressing availability, protection, and disaster recovery with tailored solutions for your specific risk profile.
Hosted Exchange
- Full-featured Microsoft Exchange with shared contacts and calendars
- Mobile device integration for anywhere access
- Built-in virus and spam filtering protection
- Unlimited mailbox storage with no server management
Additional Hosted Services
Email Security
- Advanced spam and virus filtering
- Email continuity during outages
- Protection before threats reach your network
Email Archiving & Compliance
- Automatic capture of all communications
- Secure dual-datacenter storage
- Meets SEC, NASD, HIPAA, SOX requirements
Web Security
- Content filtering and malware protection
- Policy enforcement through easy interface
- Reduced legal liability and productivity drains
Additional Services
- Secure enterprise instant messaging
- Automated desktop backup with encryption
- Quick file restoration capabilities
Common cloud hosting paths
Firms usually start with the broader hosting overview, then narrow into Axys hosting, APX hosting, cloud migration, or SOC 2 cloud hosting when the requirement becomes more specific.
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Ready to move to the cloud?
Contact us to talk through Axys hosting, APX hosting, cloud migration, backups, or a broader managed cloud environment for your firm.
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